| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 7.1% | $15,004,622 | 1,561,355 | Morgan Stanley | 31 Dec 2024 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 9.8% | 2,151,629 | +0.14% | 1.2% | $21,645,389 |
| MORGAN STANLEY | 7.6% | 1,673,091 | -4.2% | 0% | $16,831,295 |
| Pathstone Holdings, LLC | 4.1% | 894,639 | +8.6% | 0.03% | $9,000,066 |
| GUGGENHEIM CAPITAL LLC | 2.1% | 460,227 | +47% | 0.03% | $4,629,884 |
| SIT INVESTMENT ASSOCIATES INC | 1.8% | 395,190 | +9.2% | 0.08% | $3,976,000 |
| Advisors Asset Management, Inc. | 1.7% | 384,339 | +39% | 0.07% | $3,866,450 |
| Hennion & Walsh Asset Management, Inc. | 1.6% | 355,611 | +9% | 0.13% | $3,577,447 |
| Fiera Capital Corp | 1.3% | 295,602 | -0.63% | 0.01% | $2,973,756 |
| Invesco Ltd. | 0.87% | 191,344 | -15% | 0% | $1,924,921 |
| VAN ECK ASSOCIATES CORP | 0.72% | 159,062 | +15% | 0% | $1,600,000 |
| RAYMOND JAMES FINANCIAL INC | 0.61% | 134,819 | +22% | 0% | $1,356,275 |
| Atala Financial Inc | 0.58% | 128,568 | +140% | 0.82% | $1,293,394 |
| LPL Financial LLC | 0.5% | 109,161 | -5.9% | 0% | $1,098,168 |
| Logan Stone Capital, LLC | 0.48% | 106,510 | -18% | 0.49% | $1,071,491 |
| BANK OF AMERICA CORP /DE/ | 0.44% | 96,950 | -2.6% | 0% | $975,317 |
| COHEN & STEERS, INC. | 0.36% | 80,000 | +33% | 0% | $805,000 |
| Capital Investment Advisors, LLC | 0.32% | 70,988 | -2.3% | 0.01% | $714,140 |
| WELLS FARGO & COMPANY/MN | 0.3% | 67,019 | -4.7% | 0% | $674,212 |
| Bank of New York Mellon Corp | 0.28% | 61,878 | +5.1% | 0% | $622,494 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 0.27% | 60,430 | -1.8% | 0.01% | $607,926 |
| ROYAL BANK OF CANADA | 0.27% | 59,709 | -3.7% | 0% | $601,000 |
| AMERIPRISE FINANCIAL INC | 0.22% | 49,000 | -3.9% | 0% | $492,940 |
| RIVERBRIDGE PARTNERS LLC | 0.22% | 47,499 | +3.5% | 0.01% | $477,835 |
| WHITEBOX ADVISORS LLC | 0.21% | 46,481 | -12% | 0.01% | $467,599 |
| Westchester Capital Management, LLC | 0.2% | 43,988 | 0% | 0.02% | $442,520 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 36,191 | $362,996 | +$6,018 | $10.03 | 2 |
| 2025 Q3 | 8,662,283 | $87,121,366 | -$527,919 | $10.06 | 60 |
| 2025 Q2 | 8,677,562 | $83,129,932 | +$2,933,484 | $9.58 | 61 |
| 2025 Q1 | 8,408,302 | $84,324,454 | +$900,456 | $10.00 | 62 |
| 2024 Q4 | 8,340,403 | $83,457,398 | -$7,231,510 | $10.00 | 62 |
| 2024 Q3 | 8,874,613 | $94,840,384 | -$1,499,009 | $10.69 | 64 |
| 2024 Q2 | 9,110,978 | $92,942,507 | +$2,771,004 | $10.20 | 66 |
| 2024 Q1 | 8,837,769 | $89,917,485 | +$2,143,793 | $10.18 | 59 |
| 2023 Q4 | 8,623,078 | $86,448,399 | +$2,963,885 | $10.02 | 57 |
| 2023 Q3 | 8,184,731 | $71,851,562 | +$8,348,698 | $8.78 | 55 |
| 2023 Q2 | 7,163,591 | $69,554,650 | +$7,226,393 | $9.71 | 56 |
| 2023 Q1 | 6,415,886 | $64,366,706 | +$6,010,843 | $10.04 | 54 |
| 2022 Q4 | 5,851,905 | $58,242,597 | +$8,923,463 | $9.95 | 53 |
| 2022 Q3 | 4,903,549 | $47,666,705 | +$191,408 | $9.72 | 37 |
| 2022 Q2 | 4,871,864 | $53,691,645 | +$1,236,602 | $11.02 | 37 |
| 2022 Q1 | 4,827,901 | $58,396,632 | +$1,163,984 | $12.09 | 45 |
| 2021 Q4 | 4,726,952 | $66,273,123 | +$1,198,538 | $14.02 | 49 |
| 2021 Q3 | 4,643,455 | $64,091,312 | -$6,827,853 | $13.80 | 47 |
| 2021 Q2 | 5,134,301 | $71,938,362 | +$131,182 | $14.01 | 50 |
| 2021 Q1 | 5,117,131 | $68,584,616 | -$1,300,582 | $13.40 | 53 |
| 2020 Q4 | 5,224,952 | $71,311,000 | -$2,043,583 | $13.65 | 53 |
| 2020 Q3 | 5,369,554 | $68,409,000 | -$678,710 | $12.74 | 47 |
| 2020 Q2 | 6,118,272 | $75,803,000 | -$3,777,669 | $12.39 | 49 |
| 2020 Q1 | 5,409,279 | $64,910,000 | +$2,954,014 | $12.00 | 50 |
| 2019 Q4 | 5,117,259 | $64,529,000 | +$3,661,619 | $12.61 | 53 |
| 2019 Q3 | 4,800,753 | $61,325,127 | +$1,910,238 | $12.77 | 54 |
| 2019 Q2 | 4,631,390 | $58,246,000 | +$2,122,934 | $12.58 | 49 |
| 2019 Q1 | 4,487,575 | $55,190,000 | -$1,407,514 | $12.30 | 47 |
| 2018 Q4 | 4,621,603 | $53,014,000 | +$6,902,559 | $11.47 | 44 |
| 2018 Q3 | 3,979,271 | $47,991,000 | +$1,555,888 | $12.06 | 51 |
| 2018 Q2 | 3,847,291 | $47,053,000 | +$7,778,620 | $12.23 | 50 |
| 2018 Q1 | 3,210,787 | $39,426,000 | +$6,235,891 | $12.25 | 46 |
| 2017 Q4 | 2,695,875 | $37,499,000 | +$136,958 | $13.91 | 37 |
| 2017 Q3 | 2,685,927 | $37,412,000 | -$2,586,814 | $13.93 | 39 |
| 2017 Q2 | 2,872,733 | $39,160,299 | -$3,092,736 | $13.63 | 42 |
| 2017 Q1 | 3,090,813 | $40,954,000 | +$1,646,151 | $13.25 | 40 |
| 2016 Q4 | 2,969,006 | $40,053,000 | +$2,662,191 | $13.49 | 39 |
| 2016 Q3 | 2,734,264 | $40,361,000 | -$743,648 | $14.77 | 35 |
| 2016 Q2 | 2,783,385 | $41,401,000 | -$3,609,323 | $14.87 | 37 |
| 2016 Q1 | 3,049,377 | $42,763,040 | -$8,412,939 | $14.02 | 42 |
| 2015 Q4 | 3,669,224 | $49,940,000 | +$564,742 | $13.61 | 43 |
| 2015 Q3 | 3,613,837 | $47,812,000 | -$3,226,585 | $13.23 | 37 |
| 2015 Q2 | 3,860,780 | $49,460,768 | +$791,740 | $12.81 | 37 |
| 2015 Q1 | 3,892,995 | $53,528,560 | -$3,540,092 | $13.75 | 38 |
| 2014 Q4 | 4,075,516 | $54,924,710 | +$8,602,571 | $13.48 | 45 |
| 2014 Q3 | 3,530,685 | $46,889,695 | +$1,874,632 | $13.28 | 46 |
| 2014 Q2 | 3,406,746 | $45,137,685 | +$5,695,986 | $13.25 | 41 |
| 2014 Q1 | 2,965,996 | $37,782,294 | +$7,422,247 | $12.74 | 42 |